At SBC, our goal is to help educate and empower you to make informed financial decisions. That is why we offer commentary on market trends, economic insights, and thought leadership from our trusted team of experts.

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May 11

Breaking Market Commentary | May 2022

With the S&P 500 Index down close to 16% and the US Aggregate Bond Index down almost 10% …

Financial Fraud Protection
May 05

How To Protect Yourself From Financial Fraud

All of us, no matter what our income or financial status, are subject to being a victim of …

Highly Successful Financial Planning
Apr 26

Financial Planning Strategies for Highly Successful People

Are you wondering if you are on track for a solid financial future? A financial plan will answer …

Donor Advised Fund
Apr 12

Tax Planning with Donor Advised Funds

Many successful people share a few common interests, a couple of which are community and giving back to …

Market Commentary Image
Apr 06

Quarterly Market Commentary for 1Q22

My goal is to give you a brief quarterly market commentary for 1Q22 and provide some insight into …

Charitable Giving
Mar 07

How to Make Charitable Giving and Required Minimum Distributions Work For You

If you are over the age of 70 ½ and give to charitable organizations, get the most out …

Market Commentary Image
Feb 24

Breaking Market Commentary

We woke this morning to the news of a full-scale attack by Russia into Ukraine with airstrikes being …

Be a Better Steward of Your Money
Jan 25

10 Ways to Be a Better Steward of Your Money

Are you a good steward of your finances? As a financial advisor with over three decades of experience, …

SBC Holiday Post
Dec 23

Happy Holiday Season From Our Family To Yours

In the spirit of gratitude, we pause to wish you a warm and happy holiday season. Around this …

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